Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,013 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
45,742
shares
|
$2.4 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
45,420
shares
|
$2.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
45,306
shares
|
$2.38 Million
0.42% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
45,251
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
45,207
shares
|
$2.38 Million
1.39% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
45,202
shares
|
$2.38 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
44,912
shares
|
$2.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
44,868
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
44,834
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 25.79%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
44,215
shares
|
$2.32 Million
1.59% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
43,806
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
43,801
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
43,765
shares
|
$2.3 Million
0.2% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
43,710
shares
|
$2.3 Million
0.84% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
43,133
shares
|
$2.27 Million
1.35% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
42,899
shares
|
$2.25 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
42,543
shares
|
$2.24 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
42,191
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
41,085
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
39,948
shares
|
$2.1 Million
0.47% of portfolio
|
Q4 2023
Added 24.08%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
39,834
shares
|
$2.09 Million
1.33% of portfolio
|
Q3 2024
Reduced 55.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
39,458
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 68.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,325
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
39,062
shares
|
$2.05 Million
1.07% of portfolio
|
Q3 2024
Added 54.83%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
38,984
shares
|
$2.05 Million
0.66% of portfolio
|
Q3 2024
Added 1.72%
|